Search Result: astutewheel

Jun
29

AstuteWheel launches new Astute Insurance Planner solution

AstuteWheel has today launched its latest fintech solution, Astute Insurance Planner, which enables advisers to provide better risk advice more efficiently. The solution, which reduces the time taken to prepare risk advice to about an hour integrates three FinTech software systems to provide one seamless solution. It includes an online mini fact-find and risk needs analysis calculator, created by AstuteWheel; a risk research and quoting tool, which is an integrated OmniLife App; and a Workflow, Statement of Advice wizard and CRM provided in Seido. Seido is an integration hub designed by YTML to solve the connectivity challenges advice businesses face when delivering advice. Hans Egger, Managing Director of AstuteWheel, said, […]

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Apr
04

AstuteWheel

AstuteWheel provides financial planning software to improve the way advisers engage with their clients.

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Apr
04

Aussie fintech company AstuteWheel expands to South Africa

Fintech company AstuteWheel has launched its client engagement platform in South Africa, as the overseas advice market prepares to undergo similar regulatory reforms to Australia. Speaking at a media briefing in Sydney yesterday, AstuteWheel co-founder and managing director Hans Egger said the South African financial advice industry was beginning to move away from commissions, presenting an opportunity for a product that helps clients understand the value of advice. “It is a sophisticated financial advice market looking to grow and our solution really fills a gap for many of these practices, which are already providing good advice but need a more efficient and better client engagement process to demonstrate to clients […]

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Jan
09

Refining client engagement through fintech

The use of fintech is essential for advisers to have a client-centric focus during meetings, as well as improving business growth.

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Apr
02

Count Financial launches technology integrations

Count Financial has solved one of the challenges faced by converged accounting and advice businesses, launching a series of back-end integrations.

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Feb
06

The finalists of the 2019 Fintech Business Awards have been announced

The finalists of the 2019 Fintech Business Awards have been announced. Congratulations and good luck to all the finalists – both individuals and companies.

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Nov
16

Fintech should make advice ‘enjoyable’

A software integration firm has highlighted how technology should be about making the client experience of advice more “enjoyable” as well being agile to constantly changing adviser needs. At a media roundtable in Sydney yesterday, YTML director Terri Ho said a lot of emotion is attached to financial advice, however it tends to become really dry and go down to the numbers. Further, she said that a lot of the time, trust is more important for the client and that it’s those emotional aspects that clients are looking for. “We have to make advice enjoyable. We have to make the experience of receiving advice enjoyable. And it’s certainly not enjoyable,” […]

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Oct
08

YTML opens Seido Financial Advice App Store

YTML will officially open the Seido Financial Advice App Store at the Association of Financial Advisers (AFA) Conference on the Gold Coast this week. YTML CEO, Kevin Liao said Seido, which has already attracted various providers including SuiteBox,  AstuteWheel, Omnium, ChantWest and customised offers, enables Apps which have been designed for each stage of the financial advice process to work together to create client-friendly, succinct and compliant advice documents in a fraction of the time it currently takes. “In this sense, the Seido App Store moves beyond what we traditionally think of when we think of App stores,” Mr Liao said. “It is designed to not only act as a […]

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